LPL Financial LLC - FIRST TR EXCH TRADED FD III ownership

FIRST TR EXCH TRADED FD III's ticker is FCAL and the CUSIP is 33739P863. A total of 32 filers reported holding FIRST TR EXCH TRADED FD III in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
LPL Financial LLC ownership history of FIRST TR EXCH TRADED FD III
ValueSharesWeighting
Q3 2023$20,290,626
+18.4%
429,522
+22.8%
0.01%
+16.7%
Q2 2023$17,138,929
+40.5%
349,845
+41.2%
0.01%
+33.3%
Q1 2023$12,199,408
+10.9%
247,804
+9.0%
0.01%0.0%
Q4 2022$10,998,240
+18.6%
227,283
+14.7%
0.01%0.0%
Q3 2022$9,276,000
+1.8%
198,115
+5.2%
0.01%0.0%
Q2 2022$9,108,000
-27.1%
188,285
-23.2%
0.01%
-18.2%
Q1 2022$12,493,000
-16.2%
245,210
-10.0%
0.01%
-15.4%
Q4 2021$14,907,000
+1.0%
272,341
+0.6%
0.01%
-7.1%
Q3 2021$14,756,000
+15.7%
270,633
+16.9%
0.01%
+7.7%
Q2 2021$12,750,000
+34.0%
231,548
+31.2%
0.01%
+18.2%
Q1 2021$9,515,000
+28.2%
176,440
+28.6%
0.01%
+10.0%
Q4 2020$7,421,000
+33.1%
137,177
+29.9%
0.01%
+11.1%
Q3 2020$5,576,000
+31.0%
105,611
+29.5%
0.01%
+28.6%
Q2 2020$4,257,000
-2.7%
81,551
-4.8%
0.01%
-22.2%
Q1 2020$4,376,000
-33.1%
85,622
-30.1%
0.01%
-25.0%
Q4 2019$6,541,000
+26.1%
122,481
+25.7%
0.01%
+9.1%
Q3 2019$5,188,000
+145.8%
97,420
+142.1%
0.01%
+120.0%
Q2 2019$2,111,000
+50.0%
40,247
+47.0%
0.01%
+66.7%
Q1 2019$1,407,000
+33.6%
27,382
+30.6%
0.00%0.0%
Q4 2018$1,053,000
-52.5%
20,968
-52.9%
0.00%
-40.0%
Q3 2018$2,216,000
+3.0%
44,475
+3.5%
0.01%
-16.7%
Q2 2018$2,152,000
+2.9%
42,960
+3.3%
0.01%0.0%
Q1 2018$2,092,000
+16.3%
41,597
+19.2%
0.01%
+20.0%
Q4 2017$1,799,000
+33.8%
34,884
+31.2%
0.01%0.0%
Q3 2017$1,345,00026,5810.01%
Other shareholders
FIRST TR EXCH TRADED FD III shareholders Q4 2020
NameSharesValueWeighting ↓
Towerpoint Wealth, LLC 103,190$4,993,3642.88%
Citizens Business Bank 84,082$4,068,7260.93%
Westside Investment Management, Inc. 77,800$341,8060.84%
INTEGRAL INVESTMENT ADVISORS, INC. 19,750$955,7030.74%
Running Point Capital Advisors, LLC 23,095$1,117,5670.69%
Southland Equity Partners LLC 28,648$1,386,2620.53%
Warren Street Wealth Advisors, LLC 12,274$593,9390.48%
TriaGen Wealth Management LLC 11,761$569,1150.32%
MANCHESTER FINANCIAL INC 21,120$1,021,9970.28%
Magnus Financial Group LLC 28,099$1,359,7110.22%
View complete list of FIRST TR EXCH TRADED FD III shareholders